Services

National Advice Team

The AAP Advice Team help licensees and their advisers effectively market and promote their financial planning business to their clients, provide assistance with the preparation of business/marketing plans and work together to help achieve business goals.

The team in each state is made up of Practice Development Managers, Practice Support Officers and administration staff. They are the first point of contact for AAP members and will work with you to deliver initiatives and tailored solutions designed to retain your existing clients and attract new business, whilst preserving your branding and method of operation.

Services, support and education for advisers and accountants

AAP provides quality services, support and education to its network of boutique licensees and their referral sources to enhance their professionalism.

AAP dealer services include, but are not limited to the following areas:

AAP Practice Development and Management
AAP Professional Standards
Regulatory Updates
Research
Technical
Training and Education
Website Access
Transition to Fee for Service tools and templates
Human Resources
Marketing

Click here for AAP Service Offering.

A message from our team

"The building of relationships within Associated Advisory Practices has been the core of its success, it is exciting to see AAP develop its culture and so many licensees embrace the opportunities that the group offers."

Soula Cargakis - General Manager